Accel Wealth Management

Position in SO — Southern Co

CIK 1838226 WAVERLY, IA

Position in SO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$240,614

+$280 QoQ

Shares Held

2,514

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,910

of 2,360 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Accel Wealth Management holds $2,969,082 across 7 Utilities - Regulated Electric names. SO ranks #6 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,097	$798,443
2	LNT	Alliant Energy Corp	8,972	$684,473
3	DUK	Duke Energy CORP	3,303	$418,093
4	AEP	American Electric Power Co Inc	2,313	$316,441
5	OGE	Oge Energy Corp.	5,632	$274,053
6	SO	Southern Co This page	2,514	$240,614
7	XEL	Xcel Energy Inc	2,951	$236,965

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,614	2,514	+1.0%	Shares	Sole	2026-07-10
2026-03-31	$240,334	2,490	-1.2%	Shares	Sole	2026-04-08
2025-12-31	$219,744	2,520	+6.4%	Shares	Sole	2026-01-20
2025-09-30	$224,510	2,369	+0.9%	Shares	Sole	2025-10-08
2025-06-30	$215,525	2,347	+1.7%	Shares	Sole	2025-07-22
2025-03-31	$212,128	2,307	+1.8%	Shares	Sole	2025-04-10
2024-09-30	$204,347	2,266	+64.1%	Shares	Sole	2024-10-15
2023-03-31	$96,089	1,381	+0.2%	Shares	Sole	2023-04-20
2022-12-31	$98,402	1,378	-6.5%	Shares	Sole	2023-01-26
2022-09-30	$100,232	1,474	+0.2%	Shares	Sole	2022-10-12
2022-06-30	$104,897	1,471	+0.2%	Shares	Sole	2022-08-03
2022-03-31	$106,444	1,468	+0.2%	Shares	Sole	2022-04-29
2021-12-31	$100,469	1,465	+4.6%	Shares	Sole	2022-01-18
2021-09-30	$86,819	1,401	-15.4%	Shares	Sole	2021-11-04
2021-06-30	$100,265	1,657	+0.4%	Shares	Sole	2021-08-03
2021-03-31	$102,626	1,651	+4.2%	Shares	Sole	2021-05-10
2020-12-31	$97,366	1,585	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.